When a Client’s policy moves from Pending to Active in your Spark account, a postcard and email drip campaign will be routed to the client thanking them and confirming that they’ve received their Summary of Benefits and ID Card.
The New Plan Enrollment campaign is the day after the effective date of the contact’s new policy in Spark (see example engagements below):
1 day after Effective Date - Postcards sent to client
7 days after the Effective date - Email #1 is sent to the client
35 days after the Effective date - Email #2 is sent to the client
Example Postcard
Email Correspondence
Email 1
Seven days after the new plan effective date:
Subject:
ENG: Thank you for working with me!
SPA: Gracias por trabajar conmigo!
Body:
Hi {First Name},
Thank you for choosing me to handle your Medicare insurance needs. By working with me, you not only get a plan but a team to help you with your healthcare needs.
Here’s what to expect next:
An enrollment letter from [Carrier Name] verifying enrollment in your plan
A letter with your ID card and a summary of benefits
You can always reach out if you have any questions!
[Agent Name] + logo + headshot?
[Number]
Email 2
35 days after the new plan's effective date
Subject:
ENG: Checking in on your new Medicare insurance
SPA: Chequeando con su nuevo seguro de Medicare
Body:
Hi {First Name},
Hope you’re doing well. I just want to make sure you’ve received your new plan ID card and don’t have any questions about your new plan.
I’m always here if you have any questions!
[Agent Name] + logo + headshot?
[Number]